Working with data

Using Beacon to manage supporters, payments, events, and more.

Chris Houghton avatar David Simpson avatar Ben Cook avatar +2
13 articles in this collection
Written by Chris Houghton, David Simpson, Ben Cook and 2 others

Helpful filtering examples

Five step-by-step examples of filters to help you customise the way you see your data
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Working with views

Set up multiple views for you or your team to quickly see the data that matters
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Understanding timelines

Easily see changes and activity relating to your records
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Sending notifications to your team

Let your team know when important things happen in your database
David Simpson avatar
Written by David Simpson
Updated over a week ago

Merging records

Merge multiple records into a single record
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Deleting records

How to get rid of records you no longer need
Gareth Lemon avatar
Written by Gareth Lemon
Updated over a week ago

Managing your Columns

Change what you can see when viewing a list of records - a powerfully efficient first glance at your data
Luke Marlowe avatar
Written by Luke Marlowe
Updated over a week ago

Finding duplicate records

Keep an accurate, single view of your supporters by filtering for and merging duplicate records
Chris Houghton avatar
Written by Chris Houghton
Updated over a week ago

Searching & filtering records

Quickly and easily find records
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Bulk updating records

Adding the same information to multiple records in one go
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Bulk creating related records

Simultaneously create multiple records that relate to a given list of records in Beacon
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Working with collection tins

Keep track of and manage collection tins, pots, buckets or boxes of smaller donations from the local community
Luke Marlowe avatar
Written by Luke Marlowe
Updated over a week ago

Managing Contact Preferences

Correctly store information on how you are permitted to contact supporters
Luke Marlowe avatar
Written by Luke Marlowe
Updated over a week ago